Investment Opportunities in Global Currencies

The video discusses the current state of FX positions, particularly focusing on the yen and potential buying from Japan's pension fund. It explores trade strategies that avoid direct dollar exposure, highlighting Swedish inflation and sterling positioning. The impact of central banks, specifically the Fed and BOJ, on asset classes and the yen is analyzed, noting the BOJ's challenges in controlling the currency despite asset purchase strategies.

What are the implications of the speculative accounts no longer being long on the dollar?

How might the GPF's potential increase in hedge ratios affect the yen?

What factors are contributing to the bearish sentiment on sterling ahead of the UK referendum?

In what ways could the Fed and BOJ impact asset classes this week?

Discuss the correlation between the yen and Japanese equities in the context of BOJ's asset purchases.